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Harrell Investment Partners’s Schwab US Broad Market ETF SCHB Stock Holding History

Harrell Investment Partners’s Portfolio SCHB Stock Details SCHB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-28,936
Closed -$690K – 127
2025
Q2 		$690K Buy
+28,936
New +$637K 0.17% 83

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Harrell Investment Partners's SCHB Position: Q3 2025 in Review

Harrell Investment Partners sold out of Schwab US Broad Market ETF (SCHB) in Q3 2025, closing a stake of 28,936 shares — an estimated $690K sold.

Harrell Investment Partners first reported a position in SCHB in Q2 2025 and held it in 1 quarter. The position peaked at $690K in Q2 2025. 1,214 funds tracked by Wall St. Rank hold SCHB as of Q3 2025.

  • Harrell Investment Partners reported no remaining Schwab US Broad Market ETF position as of Q3 2025 after selling out during the quarter.
  • Harrell Investment Partners sold 28,936 Schwab US Broad Market ETF shares in Q3 2025, an estimated $690K.
  • Harrell Investment Partners first reported a position in Schwab US Broad Market ETF in Q2 2025 and held it in 1 quarter.
  • Harrell Investment Partners's Schwab US Broad Market ETF position peaked at $690K in Q2 2025.
  • 1,214 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q3 2025.

Based on Harrell Investment Partners's 13F filing for Q3 2025, filed 23 Oct 2025.